Lombard Odier has posted a net profit of SFr111m ($138.3m) for the first half of 2025 (H1 2025), a 4% decrease from H1 2024.

HSBC Swiss private banking arm is in the process of discontinuing its services to its high-net-worth clientele from the ...

The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase ...

Capital has expanded its partnership with Apollo to extend the reach of evergreen private market investment options to ...

US-based financial advisory firm Merit Financial Advisors has acquired Global Wealth Advisors for an undisclosed sum. The ...

As digital infrastructure surges, data centres are shifting from being seen as environmental liabilities to potential leaders ...

High-net-worth investors are turning to transition investing, backing high-carbon industries that are actively moving toward ...

Evelyn Partners is preparing for a sale that could see the company valued at approximately £2.5bn, reported Financial Times.

Goldman Sachs Group is planning to expand its private wealth management team in Australia, reported Bloomberg.

Trading app expands its AI assistant with “Digests”, offering investors plain-English explanations of stock price movements.

Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap ...

UAE-based Mubadala Capital has concluded the acquisition of CI Financial, a Canadian asset and wealth management firm.